|
1
|
Bank of America
Charlotte,
North Carolina
|
$510M
|
-$164M
|
-1,365,262
|
-25%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$126M
|
+$121M
|
+1,008,903
|
+6,126%
|
|
|
3
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$40.1M
|
+$972K
|
+8,095
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.3M
|
+$14.9M
|
+124,371
|
+90%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$29.5M
|
+$304K
|
+2,531
|
+1%
|
|
|
6
|
|
$25.2M
|
-$1.34M
|
-11,128
|
-5%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$23.7M
|
-$1.44M
|
-11,958
|
-6%
|
|
|
8
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$17.3M
|
+$16.9M
|
+140,670
|
New
|
|
|
9
|
Personal Capital Advisors
Redwood City,
California
|
$17M
|
+$3.65M
|
+30,440
|
+28%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$16.6M
|
+$1.09M
|
+9,091
|
+7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
-$1.28M
|
-10,662
|
-8%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$11.2M
|
-$60.8M
|
-506,525
|
-85%
|
|
|
13
|
Dowling & Yahnke
San Diego,
California
|
$11.1M
|
-$7.92K
|
-66
|
-0.1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$9.57M
|
+$24.8K
|
+207
|
+0.3%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.54M
|
+$1.88M
|
+15,675
|
+25%
|
|
|
16
|
Ancora Advisors
Cleveland,
Ohio
|
$7.95M
|
-$1.58M
|
-13,168
|
-17%
|
|
|
17
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$6.98M
|
-$82.3K
|
-686
|
-1%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.76M
|
-$96.9K
|
-807
|
-1%
|
|
|
19
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$6.69M
|
+$5.93M
|
+49,445
|
+1,011%
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$6.61M
|
-$482K
|
-4,020
|
-7%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.71M
|
+$76.2K
|
+635
|
+1%
|
|
|
22
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$5.63M
|
–
|
–
|
–
|
|
|
23
|
Starr International Company
Zug,
Switzerland
|
$4.99M
|
+$4.86M
|
+40,510
|
New
|
|
|
24
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$4.86M
|
-$345K
|
-2,877
|
-7%
|
|
|
25
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$4.67M
|
+$682K
|
+5,685
|
+18%
|
|
